Content Hub

How to Start an Accounting Firm: From Setup to Success

You’ve spent years developing accounting expertise, and now you’re ready to build something of your own. Launching an accounting firm provides professional independence while...

Product Update: Document Renaming

What's New? Canopy has added AI to yet another area of the product! You’ll see this in two areas of the product. First, within the settings menu, you’ll see Document Settings. In...

Debra Kilsheimer: Beyond Billable Hours

In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Debra shares her unique approach to accounting, emphasizing the...

7-Figure Firm, 4-Hour Workweek: 5 Questions to Ask Yourself

Are you running a successful accounting firm and running yourself into the ground? If you’re an accounting firm owner logging 60+ hour weeks to keep things afloat, you’re not...

From Time Entry to Insights: 3 New Features That Streamline Your...

Roadblocks and Solutions when Merging Firms

Whether you’re absorbing a smaller firm or teaming up with a like-minded owner who shares your vision for the future, merging CPA firms is an exciting journey lined with pitfalls...

How to Build a Future-Proof Tech Stack For Your CPA Firm

Keeping up with technology’s evolution is easier said than done. However, when you future-proof your accounting firm's tech stack, you stay competitive while giving your team some...

The Art of Slowing Down to Speed Up with Canopy Templates

Your inbox is full of client questions you’ve answered before. You’re flipping through tabs, spreadsheets, email drafts, and productivity tools you’ve forgotten how to use. And...

The Art of Selling with Michelle Weinstein

In this episode of Canopy Practice Success, host KC Brothers welcomes back Michelle Weinstein. They pick up their previous conversation on essential sales skills for accountants,...

Campbell & Co: A New CPA Firm Set Up for Success with Canopy

Profile Campbell & Co provides central Virginia businesses with services that include tax returns, tax planning, bookkeeping, write-up and payroll. When he launched the firm in...

Canopy Pricing: A Better Deal Than You Think (Especially When You Do...

When accountants look at practice management software, pricing is often one of the first questions—and one of the hardest to compare across platforms.